C.H. Robinson Q4 earnings beat estimates, but revenue falls short

Published 29/01/2025, 22:20
C.H. Robinson Q4 earnings beat estimates, but revenue falls short

EDEN PRAIRIE, Minn. - C.H. Robinson Worldwide Inc. (NASDAQ:CHRW) reported fourth-quarter earnings that beat analyst expectations, though revenue fell short of estimates, sending shares down slightly, by 0.6%, in after-hours trading.

The logistics company posted adjusted earnings per share of $1.21, surpassing the analyst consensus of $1.11. However, revenue came in at $4.2 billion, below the $4.43 billion analysts were expecting.

C.H. Robinson’s fourth-quarter revenue decreased 0.9% YoY to $4.2 billion, primarily due to lower volume and pricing in truckload services. This was partially offset by higher pricing in ocean services.

Despite the revenue miss, the company saw significant profitability improvements. Adjusted gross profits increased 10.7% to $684.6 million, driven by higher adjusted gross profit per transaction in truckload and ocean services. Income from operations surged 71.1% to $183.8 million.

"We’ve talked extensively over the past year about our new Robinson operating model and the disciplined execution that the model is enabling, as well as how we’re leveraging our industry leading talent and technology to raise the bar in logistics," said President and CEO Dave Bozeman. "The benefits of these efforts were never more evident than in the significant year-over-year improvement in our fourth quarter financial results."

The company’s North American Surface Transportation segment saw revenues decline 6.6% YoY to $2.8 billion, while the Global Forwarding segment’s revenues increased 24.7% to $884 million.

For 2025, the company expects its full-year effective tax rate to be 18% to 20%.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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